A complete list of active advisors currently associated with AJF Capital Management, Inc.

Warmer can help you find a great advisor at AJF Capital Management, Inc. or one who fits your needs even better.

AJF Capital Management serves individual and high net worth clients as well as pension plans, trusts, estates, charitable organizations and corporations, providing discretionary and non‑discretionary wealth management, retirement, estate and tax planning, risk management, and standalone financial planning. The firm reports managing approximately $178.5 million in client assets and serves a client base that includes both retail investors and institutional entities. AJF’s core investment approach uses Modern Portfolio Theory and an asset‑allocation core with satellite holdings, offering advisor‑directed strategies labeled SAM (Sustainable Asset Management), TAM (Traditional Asset Management), and SIP (Strategic Investment). It also offers the AJF Alpha Portfolio, a more concentrated, high‑conviction strategy that uses technical analysis and more frequent trading, and its SAM program applies ESG screening using sources such as GS Sustain, Morningstar and Bloomberg Sustain. Notably, AJF acts as an advisor‑director within the WealthPort Wrap program—sponsoring multiple advisor‑directed wrap strategies—which is less common among similar team firms, and it recently added a non‑discretionary advisory service that provides quarterly trade recommendations for clients to execute. Its personnel are also registered representatives of Cambridge Investment Research (CIR) and may receive commission and insurance compensation when acting in that capacity; the brochure discloses this conflict and notes AJF’s policy on mutual fund 12b‑1 fees.

To learn more about the advisors currently working at AJF Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.